How to automatically create a task while creating a Service provided Work Order?

Updated on June 29, 2022 07:21AM by Admin

The WorkOrders app of Apptivo has an option to create tasks automatically when a work order is created for Services. This is achieved using the Service Provided Tasks option on the Settings page of the WorkOrders app.

Steps to Enable/Disable Service Provided Tasks:

  • Log in and access the WorkOrders App of Apptivo.
  • Click on the More(...) icon and select Settings.
WorkOrders - Settings
  • On the settings page, go to WorkOrders → Service Provided Tasks.
  • Here, the “Allow tasks to be created as well while creating a work order” toggle is enabled.
WO - SPT Enabled
  • Now, create a new work order in the WorkOrders app for Services Provided.
WO - Service Provided WO
  • As the toggle is enabled, a new task is created in the Tasks tab of the work order with the Task Name in the Services Provided table.
WO - SPT Tab
  • When the toggle is disabled, a new task is not created when a work order is created for the Services Provided.